SMSF APPLICANT

Trust details as contained in the trust deed and provide a certified copy of the trust deed

Company details including a valid Australian Company Number (ACN) (applicable to a company trustee)

All applicants to be 18+ years of age and provide a certified copy of your drivers’ licence or passport

To provide personal details for all applicants, including date of birth, country of birth, country of citizenship, Australian residential and Australian postal addresses

To provide a valid email address to receive your application details and notification

To provide an ABN or Tax File Numbers (optional)

Transaction fee (incl GST)

$66 for trades up to $20,000

0.33% for trades over $20,000

Before you continue

Downloading the application form from our website requires you to receive various documents which dictate the product (s) you are applying for via the links below. You will not be provided with a paper copy of these documents however you can print a copy for your records. Ensure you read through and retain the Financial Services Guides, terms and conditions, non-advisory authority and other important documents relating to ELB’s share trading service by downloading them on this page via the links provided below.

Once complete, email your application form and supporting documentation to jody.sherring@equityloanbroking.com.au or post to P O Box 28, Balmain NSW 2041 . Your account will be opened the same day we receive your paperwork. You will be notified via email of your account details.

Placing orders

Simply email jody.sherring@equityloanbroking.com.au with the trade details, including the stock, buy or sell and market or limit price.